Expense Report Automation Software.

Monthly Archives: October 2014

We believe in not only offering the industry’s best expense report software, but also a lifetime of top notch customer service. Due to the continued success of Tallie’s webinars, we will be offering free weekly training for users, administrators, and approvers alike throughout the month of November. Lasting only 30 minutes, these training sessions are packed with information ranging from product guidance to live Q&A with Tallie Experts.

Register for a November webinar below to have Tallie Experts walk you through quick & easy training sessions!

TALLIE USER TRAINING

1. Walk through the creation of a Tallie expense report.
2. Share the tips and tricks to create your expense report in a few minutes.
3. Answer any and every Tallie question you have.

1. Provide a tour of the Tallie Accountant Portal.
2. Walk through the client account management process within the Accountant Portal.
3. Show how Tallie streamlines your accounting workflow with 1-click multi-point export and bi-directional accounting system integration.
4. Answer any and every Tallie question you have.

1. Walk through how to set custom policies and approval levels within Tallie.
2. Show how Tallie streamlines your expense workflow with multi-point data export and bi-directional accounting system integration.
3. Answer any and every Tallie question you have.

If you have any questions between now and your chosen training webinar, please don’t hesitate to contact our Product Expert Team directly at support@usetallie.com or 888-874-1118 Ext 2. We hope to see you there!

Those of you fortunate enough to be attending QuickBooks Connect 2014 (or feverishly monitoring it via social media!) have already learned the great news. Intuit has unleashed their brand new QuickBooks Online Accountant service, and boy does it have accountants talking. This incredibly robust program promises to save accountants time and effort with enhancements like easy access to all your books from anywhere, at any time, as well as allowing better collaboration and transparency. So what do YOU need to know about the new QuickBooks Online Accountant? Read on to discover more about just a handful of the fantastic new features that are coming your way!

Never Miss a Beat with a New Customizable Dashboard

Not everybody knows this, but accountants make great jugglers. No, really! No matter how many clients they have, an accountant must always keep both eyes out for every little detail, hiccup, and red flag that comes their way. Fortunately, the QuickBooks Online Accountant dashboard will make sure accountants have constant visual access and control over alerts, to-dos, and recent activities for each and every one of their clients–all in one place! Need to take a closer look at the books? Easy: the dashboard also provides one-click access to each client’s books and payroll.

Easy and Enhanced Tax-Mapping

Good news, tax specialists! QuickBooks Online accounts will soon be easily mappable to your tax accounts. After making tax-only adjustments within QuickBooks Online, accountants can push those changes directly into Intuit Tax Online without unnecessarily impacting the books. So look forward to seamless, impeccable record keeping and tax return generation!

Firm, But Flexible, Access Control

Want to limit which members of your firm can view or change which parts of your clients’ books? The new employee access controls available through QuickBooks Online Accountant will allow you to set roles and permissions for individual employees at multiple levels. You’ll be able to choose between Full, Restricted, or even customizing your own permission settings.

The truth is, there are a whole host of new features and bonuses set to be released with QuickBooks Online Accountant. These include, but are not limited to, a FREE subscription to QuickBooks Online Plus, which will be offered complete with Intuit Payroll. This means that all of your business’s paychecks and guaranteed-accurate payroll tax calculations can be seamlessly integrated into your accounting software at no additional charge. Otherwise, accountants can save 50% for the life of their client’s QuickBooks Online subscription through Intuit’s wholesale pricing. And for you ProAdvisors out there, all of the product training, certifications, and benefits you know and love through your existing ProAdvisor program will now be accessible directly in QuickBooks Online Accountant. No new tabs or apps or anything! Just simple, direct access to all your necessary resources, right there within your accounting system.

Stay tuned for more coverage of exciting announcements from Intuit’s QuickBooks Connect 2014! Come on down to booth #310 to say hi to your friends at Tallie. We’d be happy to discuss our award-winning expense report automation software’s unmatched integrations with QuickBooks and QuickBooks Online!

SAN FRANCISCO, October 21, 2014 – QuickBooks Connect – Tallie, the leading SaaS expense management innovator, today announced that SingerLewak LLP, a full service accounting, tax and advisory firm, selected Tallie‘s award-winning software as the expense report solution for its Client Accounting Services Practice.

“Tallie is a valuable enhancement to SingerLewak’s client service capabilities,” said Jim Pitrat, Managing Partner. “Tallie’s superior accounting controls and the speed of its end-to-end expense workflow will create tremendous value for our clients – but what our partners and their clients are raving about most is, how easy it is to use.”

“SingerLewak is on the forefront of the client accounting services trend and we are thrilled to be chosen as their only expense management solution for their clients, said Chris Farrell, CEO of Tallie. “Director Chelsey Miles brings remarkable insight and a strong, clear vision for this increasingly important aspect of the accounting industry. We look forward to working together to make valuable, customer-oriented services for years to come.”

Tallie’s cloud-based expense management software streamlines the entire expense management process from point of purchase through accounting integration Designed to be a seamless component of modern day accounting services, Tallie provides industry-leading integration with major accounting systems and SaaS solutions for unmatched ease-of-use and accounting control. Tallie’s integration with core accounting ecosystem applications includes Intuit’s QuickBooks, Bill.com, Right Networks and SmartVault for a system-wide cloud-based ecosystem.

Here are the features we think contributed to Tallie’s recognition:

1. Enjoyable, Enterprise-Grade Software

Our team is most excited by the fact that the other eight apps featured on CPA Practice Advisor’s list are consumer apps well-known for their enjoyable user experiences. In fact, Tallie is the only accounting software featured on this list. Our reputation in the accounting community rests on our ability to provide enterprise-grade services without sacrificing simple, intuitive design. We’ve always prioritized customer satisfaction, whether they be accountants or end users–Tallie was designed to please.

2. Truly Bi-Directional Integrations

Tallie’s ability to meet the needs of every business, regardless of their size or workflow, wouldn’t have been possible without first-hand experience with the world of accounting. Therefore, it should come as no surprise that our expense report software was built by actual accountants. You can see it in the features we build, such as one-click multi-exports, and the ability to neatly import project & class into your accounting system. Our bi-directional integrations are what really sets us apart, allowing Tallie to fit seamlessly into your company’s pre-existing accounting system without hassle or compromise.

Available on both Android and iOS, Tallie has been praised as a critical component for any optimized accounting workflow. Boomer Consulting CEO Gary Boomer affirmed that Tallie has “reduced expense reporting time by at least one hour per week and integrates directly with Bill.com and QBOL.” He goes on to say that “it has also reduced others’ time in the processing and integration of expense reports with Bill.com. The workflow is built into the app and the support is excellent.”

3. Lifetime of Live Support

Every Tallie account includes lifetime access to Tallie’s Product Expert Team. Period. This includes same-day account setup with a technical expert, new customer training sessions, continuous education, and bottomless access to our U.S.-based technical support team– available via telephone, email, online, or carrier pigeon. We also make training resources available 24/7 in Tallie’s Resource Room.

4. Delightfully Easy

We believe that all software should be simple to use, and expense report software is no exception. Tallie has been described as the “easiest mobile expense app for traveling teams” by Andrea B. of AccountingDepartment.com. See for yourself what current Tallie clients are saying about their experiences on the Intuit App Center. You’ll notice that the majority of our reviews highlight how easy Tallie is to set up and start using. Nothing makes us happier than knowing that we’re saving our customers time, money, and headaches. Words like “simple,” “intuitive,” and “easy,” are like music to our ears.

The Tallie team is thrilled and honored to receive this recognition from CPA Practice Advisor, the definitive resource for tax and accounting professionals in the public practice. If you’d like to see how our award-winning cloud-based expense management solution can work for your business, schedule a personal Product Demo or give us a call at 800-592-5144.

Our October 9.20 release is live! With it comes a number of user enhancements and features. To make our expense report submitters’ lives even easier, we’ve made some of the following changes:

Expenses can now be sorted on the Purchases page

Tallie’s Mileage feature is now powered by Google Maps

In addition to defining projects, classes, and departments, administrators can now issue company-wide or expense category defaults for their users’ expenses.

Sort By Feature on the Purchases Page

Now, when visiting the Purchases page, users can sort expenses by date, amount, merchant, expense category, department, class or project. Not only is this helpful if you wish to reorganize and review your purchases, it can be especially convenient when editing expenses en masse. For example, users can sort all of their transactions by merchant, select specific expenses from that list, and then perform a mass edit of the categories, all in a matter of seconds.

Mileage Feature is Powered by Google Maps

Our mileage tracking features have been significantly upgraded with the implementation of Google Maps. Locations are found quicker, which leads to faster and more accurate results. And from an aesthetic standpoint, the maps themselves look better and more detailed.

Billable/Non-Billable Defaults to be Set by Expense Category or by Company

When setting up expense categories or reviewing the Features area, administrators will now be able to determine both the billable status, and whether a project type needs to be set. They can also check a box to prevent users from altering the billable status of items within certain expense categories. For more information, check out our guides on how to configure expense categories, and on using the Features tab to set company-wide defaults for project and class reporting.

Tallie is dedicated to reducing the amount of time and effort our users spend on each expense report. With these updated features, the process of creating, submitting, and approving expense reports has never been easier. If you have any questions about how these changes will improve your accounting workflow, feel free to reach out to our support team at 1-888-874-1118 or through support@usetallie.com.

If you’d like to see for yourself how Tallie can save your business time and money, you can start a 14-day free trial, or schedule a one-on-one product demo with one of our experts.

Everyone knows it’s better to give than it is to receive, right? Well, when it comes to your business, it turns out that you can do both at the same time. Just as you can expense business meals and entertainment, you may also deduct a portion of the amount you spend on gifts for colleagues, clients, and employees. There are, however, some limitations as to who you can give to, what you can give them, and how much of a deduction you can receive in return. So whether it’s a basket of holiday cookies or tickets to a Beyoncé concert, here are four things you need to know about successfully deducting business gift expenses.

1. You can only deduct up to $25 per business gift.

We know you love your client almost as much as your client loves that gold-plated basket of pears. But as far as the IRS is concerned, you can deduct no more than $25 for each business gift per recipient for each tax year. It doesn’t matter whether you send that gift directly to your client, to their department, or to a member of their family. That $25 limit applies to everyone that may have benefited from your gift, even indirectly. However, if you send a set of gold watches to Mr. and Mrs. Smith, you will still be allowed to deduct $25 from each, provided that you have a separate (work-related) connection to each spouse.

2. You can’t deduct incidental costs.

Let’s say you’ve found that perfect gift for your IT department. While you always have the option of plopping it down in the middle of their desks unadorned, you’re probably going to want to wrap it first. Not to mention, giving gifts to partners at other companies means paying for shipping and handling. Know that in most cases, packing and mailing costs are considered “incidental,” and cannot be deducted. But if the packaging is considered to be part of the gift, like a hand-woven tote, its cost can be included in your deduction. Think the difference between wrapping paper and a decorative basket. Incidental costs may also refer to additional features that enhance the gift without substantially increasing its value–such as engraving.

3. Pens for everyone!

Certain kinds of items are considered to be exceptions to the $25 rule, and will not be counted towards your business gift expense limit. For example, you don’t need to include any widely distributed items that bear your name so long as they cost $4 or less. These small gifts most often manifest as pens, frisbees, and stickers with your company’s logo on them. Other strictly promotional items, such as signs or giant cardboard cutouts for display in your recipient’s storefront, are also not considered “gifts” for the purposes of the $25 deductible.

4. Are you not entertained?

According to the IRS, “any item that might be considered either a gift or entertainment generally will be considered entertainment.” (IRS Document 463 Ch. 3) So when in doubt, err on the side of an entertainment expense. But let’s say you give a client some tickets to an upcoming concert. If you attend the concert together, the cost of admission is automatically considered an entertainment expense. But if your client goes without you, you get to choose whether those tickets will be filed as entertainment or as a business gift expense. You are also free to change your mind about how to classify the expense, even after its been submitted to the IRS. If, after deducting the tickets as a gift, you determine that it would be more accurate (or more beneficial) to expense them as entertainment, you have three years to file an amended return.

You can keep track of all your business expenses, including business gifts, with Tallie’s award-winning expense report automation software. See how we can improve and simplify your accounting workflow FREE for 14 days – no credit card or commitment required. You can also schedule a product demo with one of our experts to help determine the best workflow for your business.

As you may have already heard, Tallie offers free, weekly training webinars with our fabulous Product Experts. At the end of each session, we open the floor to questions from users, administrators, and accountants alike. Not only does this help our team ensure our clients are getting the most out of Tallie, it also enables us to see which features Tallie customers are eager to learn more about. So, whether you fancy yourself a novice or an expense reports expert, check out these answers to the top five questions asked at our training webinars.

Absolutely. At Tallie, each company is referred to as an “enterprise,” and switching between them is a snap. If you look at the upper left-hand corner of your screen, you will see your name, as well as the enterprise you’re currently working under. By clicking the name of your currently active enterprise, you will be given the option of switching to another. As long as all of your enterprises are linked through Tallie, you will not be required to log out before managing your other companies’ expenses.

Yes! When first setting up your Tallie account, one of our Product Experts will create a custom workflow with your company’s chosen accounting systems. In this case, the asker decided to connect their Tallie account with QuickBooks and Bill.com. Now, when exporting expenses, Tallie will simultaneously push their reimbursable charges to Bill.com, and the non-reimbursable company charges to QuickBooks. If you ever decide to switch accounting services, just give our team a call at 888-874-1118 Ext 2 or email us at support@usetallie.com. We will reconfigure your Tallie account to accommodate these changes, no matter how long its been since your initial setup.

Question #3: “When a user adds an expense, can they also pick which class the transaction should be assigned to? If so, can administrators control which options each user has?”

As an administrator, you have the option of allowing users to select their own classes. These classes can be assigned to individual transactions, or even to entire expense reports. When it comes to controlling user options, you can also choose to require class and department tracking for all expenses, or to assign classes to people and projects yourself behind the scenes. To learn more, come check out our explanation for Tallie’s class configuration and hierarchies.

Question #4: “Which browser works best with Tallie?”

Tallie works well with all modern browsers. While we also offer support for older browsers (such as Internet Explorer 10) we’ve found that users have the best experience with the more technologically advanced options. Therefore, if you want to get the most out of our expense management features, we recommend using the latest versions of browsers like Chrome or Firefox.

Question #5: When setting up items, can I directly import the item list from QuickBooks Online and use them as the Expense Categories in Tallie?

Have some questions of your own? Come join us for our next free Tallie training webinar! If you’re ready to see how Tallie can improve your accounting workflow, schedule a free product demo with one of our experts today. We also offer 14-day trials with no credit card or commitment required.

Tallie is business expense report automation software designed to simplify expense management process, from point of purchase all the way through accounting and reimbursement. Advanced tools provide powerful integration with leading accounting & bill pay solutions, as well as precision control over approval processes and policy compliance.